ZIG
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Zurich Insurance Group’s Morgan Stanley MS Stock Holding History

Zurich Insurance Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.3M Sell
299,872
-486,667
-62% -$84.3M 0.39% 67
2025
Q4 		$140M Buy
+786,539
New +$131M 0.97% 16
2024
Q3 		– Sell
-451,180
Closed -$43.9M – 240
2024
Q2 		$43.9M Buy
+451,180
New +$42.9M 0.38% 76
2023
Q4 		– Sell
-175,371
Closed -$14.3M – 261
2023
Q3 		$14.3M Sell
175,371
-205,524
-54% -$17.8M 0.15% 115
2023
Q2 		$32.5M Sell
380,895
-36,485
-9% -$3.12M 0.34% 87
2023
Q1 		$36.6M Buy
+417,380
New +$39M 0.46% 79
2022
Q1 		– Sell
-790,696
Closed -$77.6M – 225
2021
Q4 		$77.6M Sell
790,696
-343,352
-30% -$34.2M 0.88% 39
2021
Q3 		$110M Sell
1,134,048
-175,978
-13% -$17.4M 1.32% 30
2021
Q2 		$120M Sell
1,310,026
-84,039
-6% -$7.21M 1.5% 21
2021
Q1 		$108M Buy
+1,394,065
New +$107M 1.55% 22
2019
Q4 		– Sell
-344,976
Closed -$14.7M – 396
2019
Q3 		$14.7M Buy
344,976
+79,091
+30% +$3.38M 0.28% 88
2019
Q2 		$11.6M Sell
265,885
-77,772
-23% -$3.47M 0.23% 124
2019
Q1 		$14.5M Buy
343,657
+524
+0.2% +$22.1K 0.31% 91
2018
Q4 		$13.6M Buy
343,133
+129,769
+61% +$5.66M 0.33% 92
2018
Q3 		$9.94M Sell
213,364
-42,841
-17% -$2.09M 0.21% 135
2018
Q2 		$12.1M Buy
256,205
+7,050
+3% +$368K 0.27% 95
2018
Q1 		$13.4M Buy
249,155
+35,819
+17% +$1.98M 0.31% 82
2017
Q4 		$11.2M Buy
213,336
+25,878
+14% +$1.31M 0.26% 91
2017
Q3 		$9.03M Sell
187,458
-2,503
-1% -$116K 0.25% 95
2017
Q2 		$8.46M Buy
189,961
+16,039
+9% +$692K 0.24% 97
2017
Q1 		$7.45M Buy
173,922
+3,089
+2% +$137K 0.22% 104
2016
Q4 		$7.22M Sell
170,833
-46,406
-21% -$1.75M 0.23% 104
2016
Q3 		$6.96M Sell
217,239
-11,355
-5% -$339K 0.23% 112
2016
Q2 		$5.94M Buy
228,594
+5,911
+3% +$155K 0.21% 129
2016
Q1 		$5.57M Buy
222,683
+41,764
+23% +$1.07M 0.2% 143
2015
Q4 		$5.75M Buy
+180,919
New +$6.01M 0.21% 142

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zurich Insurance Group's MS Position: Q1 2026 in Review

Zurich Insurance Group reduced its Morgan Stanley (MS) stake by 62% in Q1 2026, selling an estimated $84.3M and leaving 299,872 shares worth $49.3M. The position accounts for 0.39% of the portfolio, ranked #67.

Zurich Insurance Group first reported a position in MS in Q4 2015 and has held it in 26 quarters since. The position peaked at $140M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Zurich Insurance Group held 299,872 shares of Morgan Stanley worth $49.3M as of Q1 2026.
  • Zurich Insurance Group sold 486,667 Morgan Stanley shares in Q1 2026, an estimated $84.3M.
  • Morgan Stanley made up 0.39% of Zurich Insurance Group's portfolio in Q1 2026, its #67 holding.
  • Zurich Insurance Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 26 quarters since.
  • Zurich Insurance Group's Morgan Stanley position peaked at $140M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.